We released a feature update that centralizes & integrates document management in your accounting practice. Learn how here & see full details!
1 min read
You deal with files all day, every day, and because of that, your experience should be as seamless and hassle-free as possible. So, we’ve upgraded our document management to better fit your workflow needs. Here’s what’s new.
Canopy now includes global files and a global inbox, which means you’ll have a centralized place for easy access to all of your files including personal, team, and client files—no matter where you are within the software. However, only team members with the necessary permissions will be able to view and modify client files.
In addition to centralized file access, uploading files to Canopy has never been so simple. You can now drag and drop files from your computer and quickly save them to your inbox or another location.
Lastly, say goodbye to siloed files. With our new document management experience, your files are integrated with other features within Canopy. For example, you can embed files in a particular step for a task.
Eventually there will be other integrations as well. Coming up next is file integrations with email.
“Document management is a common pain point experienced by tax professionals across accounting practices, regardless of size,” said Nate Barrett, VP of Product at Canopy. “With the addition of global files, a global inbox, and integrated workflow features to our Document Management solution, users can now manage and store all of their files in one place.”
Users can now manage and store all of their files in one place.
-Nate Barrett, VP of Product
With all of the changes being made to Canopy’s document management experience, there’s something that hasn’t changed—you don’t have to worry about security. You can still share files securely with team members and clients.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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